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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,452 | $111,535-4.6% | $105,223+1.2% | $137,256-22.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.95% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,385 | $3,939-14.1% | $3,689-8.2% | $4,156-18.5% |
| Participant deferral / active EE | $14,288 | $5,500+159.8% | $5,072+181.7% | $6,407+123.0% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |